Top 10 FinTech Capital Raises and Investors in the U.S. – November 16th – December 31st, 2025

Several interesting transactions closed in the FinTech sector over the past month. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.

Buyout/LBO

  1. Column Tax, an application programming interface that serves mobile banks and fintech companies, was acquired by Aiwyn, via its financial sponsor Hillandale Advisors, through an LBO.
  2. Concert Group, management services that facilitate the effective governance of risks through captive insurance arrangements, was acquired by Freedom Reinsurance Underwriters through an LBO.
  3. United Flow Technologies, a platform company that invests in and acquires companies, especially in the water market, was acquired by Berkshire Partners through an LBO.

Early Stage VC

  1. Cara, an AI-powered customer service automation system that supports insurance agencies and brokerage workflows, raised venture funding from New Stack Ventures, Valia Ventures, SNR.
  2. Cicada, an electronic trading infrastructure that enables institutional bond market access, raised $7.95 million of venture funding.
  3. Paperstack, a financial platform that provides working capital and business insights, raised $3.84 million of venture funding from Matchstick Ventures, Techstars and other.

Accelerator/Incubator

  1. Fortuna, an investing copilot that delivers clarity, actionable insights, and personalized portfolio strategies, joined LvlUp Ventures and received funding.
  2. Onza Finance, an AI-powered liquidity platform that helps skilled nursing facilities convert Medicare and Medicaid receivables into working capital, joined Harvard Undergraduate Capital Partners in December 2025 and received grant funding.

Angel (individual)

  1. Mary & Pip, wealth-management tools that help earners strengthen their personal finances, raised $331,000 of angel funding in the form of SAFE notes.
  2. Phygitals, a digital collectibles marketplace that simplifies and enhances the process of buying, selling, and trading collectible cards, raised $500,500 of angel funding.

#castleplacement #capitalraising #privateequity #venturecapital #investment #financialtechnology #fintech

Rashidah Billups

Managing Director

Seasoned financial professional with over 20 years of experience in technology, investment banking, commercial banking, credit, and asset management. Diverse background and executive presence with unique perspectives. Managed relationships at Bank of America Merrill Lynch as an AVP and served as NJ State Co-Chair for the company's Corporate Philanthropic networks. Developed investment client relationships at Morgan Stanley and founded an independent financial advisory firm. CFO at RMCG, a leading firm in tokenization of real-world assets on-chain and played a pivotal role in raising capital for multi-million-dollar projects in real estate and technology, launching the FraXion Token and FraXion Marketplace. Bachelor of Science in Finance from William Paterson University, studied Intellectual Property Law at Cambridge University, and holds technology certifications in network cabling and fiber optics. FINRA Series 7 and 66 licensed.

Rashidah Billups

Rashidah Billups

Managing Director

Rashidah Billups

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email: rbillups@castleplacement.com

(C) (917) 475-6679

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Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.

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Thanks, Ken

Ken Margolis | Managing Partner Castle Placement
1460 Broadway Street
New York, New York 10036
(212) 418-1180
kmargolis@castleplacement.com

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